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When it comes to your finances, are you getting the personal attention and guidance you deserve? Is your rate of return enough to achieve your financial goals? Have you stress-tested your portfolio?
My name is Paul Peios, and I'm a Financial Advisor with Edward Jones. My wife and I reside in Woodbridge, we're raising four beautiful daughters, Vanessa, Vianna, Victoria and Vivienne. We've been providing a homeschool education for almost ten years. Food is a passion of ours, we love expressing our culinary skills at home. I'm an aspiring grill master, enjoy golfing, and a morning espresso or two.
Life has become more complicated since COVID-19 changed the way we live and plan for the future; unexpectedly taking us into the "next norm" of day-to-day living. There may have also been a profound impact on your investments and retirement plans. I'm here to offer guidance in navigating this market.
Stocks and financial markets are a passion of mine. I enjoy analyzing our proprietary research, considering technical analysis, and monitoring the broader financial markets. Every client benefits from this personal level of care.
As a licensed professional, I can provide advice on stocks, mutual funds, bonds, and life insurance. My clients are a select group of individual investors, families, and corporations. Many are nearing retirement or already living in retirement, all of them are serious about investing for the future.
I can assist you with:
• Stock and mutual fund portfolio guidance
• Retirement income strategies
• Intergenerational planning
• Protecting against catastrophic loss
• Estate and legacy planning
• Pension risk transfer
• Reducing your tax bill
• Saving for post-secondary education
• Business owner financial strategy and considerations
It would be my pleasure to schedule time for an introductory meeting. We can meet in-person, over the phone, or on a video conference.
(c) 647 901 8477